Added to YB: 2026-08-05
Pitch date: 2026-08-03
CTOS.KL [neutral]
CTOS Digital Berhad
-4.03%
current return
Author Info
No bio for this author
Company Info
CTOS Digital Berhad, an investment holding company, provides a credit reporting agency and digital software related services in Malaysia, Thailand, Indonesia, and the Philippines.
Market Cap
MYR 1.5B
Pitch Price
MYR 0.68
Price Target
1.35 (+105%)
Dividend
4.15%
EV/EBITDA
13.00
P/E
16.58
EV/Sales
4.47
Sector
Professional Services
Category
turnaround
Yet another 3 interesting ideas - CTOS Digital Berhad
CTOS.KL (overview): Malaysia's top credit bureau, ~8% FCF/EV yield (4% premium to 10y bond), 17x NTM P/E. Sold off since Jul'24 as rev growth fell 34%→7%, OPM 34%→21%. Recovery underway: cloud migration done, Q2'26 rev +10%, targets +3-6ppt OPM by 2028. Non-core asset sales + capital returns. PE holder Creador (21%) likely selling above MYR1.35 within 5yrs.
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